Corporate Leader - Wealthasia

Wealth Management for Corporate Leaders

We know, you are decision makers, deadline chaser, task master and goal achiever for your corporate house, You are too busy in planning and controlling, We are here to preserve and grow Your hard earned money to meet your life goals

Our Process

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Consultation

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Risk Profiling

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Goal Setting

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Investment decision

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Review

Choose your Goal

Looking forward to best of the education for your child in universities like Wharton, Oxford.. to help them build a global career.

My daughter is 5 years old now, I will need Rs. 25 lakhs at age 18, Rs 50 Lakhs at age 21 and Rs. 1 crore at age 24. I can achieve this goal by investing 20,467 per month, when my child age is 5, ask us how

My Son/ Daughter is 4 years now, I will need 25 Lakhs for college admission at age 18, Rs. 25 Lakhs at age 21 and Rs 50 Lakhs at age 24, I can meet these goals if I invest Rs.10,991 per month, ask us how

I want to create a retirement corpus of Rs. 5 Crore at age of 60 and lead a independent life with my better half. Also wish to visit places which I thought for during my working life.

I want to send my son at Harward Business School at age 21, I will need Rs. 2 crores 20 years hence. I can plan now by investing lumpsum Rs 2 lakhs and Rs. 12600 every month in combination of equity and debt to achieve my goal .